This course is a best practice course on how to do a proper tax client intake. The process is identical for tax preparation and tax resolution clients. This course is taught using a flow chart as part of the handouts for the attendee to use in their own practice.
This class is for new tax preparers through large organizations that need a standardized process.
Roger is considered the foremost authority on all things involving e-Services and IRS transcripts since pioneering the IRS Transcript analysis industry a decade ago launching Tax Help Software which has downloaded over one-third of a billion transcripts. Roger is a national speaker on tax industry best practices who also consults with some of the largest tax software companies, accounting firms , tax resolution firms, and the IRS.